Table of Contents
Overview
The Job Management section allows service providers to effectively manage scheduled jobs between service providers and clients. This interface enables viewing, adding, editing, and managing the status of jobs in your account.
Job Dashboard
The Job Dashboard serves as the main interface for job management. It offers key functionalities such as viewing, adding, editing, and deleting jobs, as well as searching and filtering capabilities.
The dashboard presents essential information for each job, including:
Job Name: Displays the name or title of the job.
Client: Shows the client associated with the job.
Schedule: Indicates the planned job date.
Crew: Displays the crew assigned to the job.
Status: Shoes the current state of the Job (Draft, Scheduled, En Route, Started, Paused, Completed, Canceled).
Action buttons: Provides buttons for quick management (View, Edit, Delete).
A search bar enables you to find Jobs by name or client's name. Filtering options allow you to narrow down jobs based on their status.
1. Adding a New Job
To add a new job to your account, you will be presented with a form containing several fields. Required fields include: Client, Job Title, Property, Crew, Start Date and Time, and End Date and Time. A Job Priority option is also available.
To create a new job, follow these steps:
Click the "+ New Job" button in the top right corner of the Job Dashboard.
Select a client from the dropdown menu
Enter a job title
Choose a client property
Assign a crew
Select a Checklist
Set start date and time
Establish job priority (optional)
Define end date and time
Click the blue "Add Job" button to create the new job entry.
2. Updating a Job
In the Update Job window, you can modify various details related to the job, including: Job Details, Start and End date, Property or crew assigned to the job.
Locate the Job in the list on the Jobs Dashboard.
Click the "pencil icon" next to the job name to access the Update Job section.
Edit the title, property or crew assigned to the job.
Click "Next Step" after making changes.
Edit the Start date and enable or disable the priority option.
Modify the End date of the job.
Ensure all changes are saved before exiting the edit interface.
3. Job Detail Interface
Using the job details interface, you can view and modify comprehensive information about a specific job. To access the job details:
Locate the job in the list on the Job Dashboard.
Click on the job name or the "eye icon" next to it.
View or modify the necessary fields in the interface.
Click "Apply Changes" to save any updated information.
The Job Details interface offers a comprehensive suite of options beyond simply editing job information. This robust section enables you to:
3.1. Overview:
Click the "Edit" button to access the Update Job section.
Modify the necessary fields in the edit interface, Job Details, Start and End date, Property or crew assigned to the job.
Apply and save the required changes.
3.2. Visits
In the Visits section, you can add, edit, and delete visits as needed. Follow these steps to manage visits:
Click the "+ Add Visit" button.
Fill in the required information: Date, User, Time Entry Type (En Route, Work Time, or Office Time), From and To Hours, Description.
Click the blue "Save" button
Your new visit will immediately appear in the visits table.
3.2.1 Using the Start Timer:
The time recorded using the Start Timer option, which you'll find in the upper right corner of the Job Detail page, will also be added to the visits table. The Start Timer has three options: En Route, Start Job, Office Time. To use the Start Timer:
Select one of the three options
The timer will begin
To stop it, simply click on Stop
A new Time Entry associated with your user will be created
This method provides an alternative way to log time directly from the Job Detail page, which will then be reflected in the visits table.
3.3. Invoicing
Add, view, edit, and delete invoices linked to specific jobs by clicking the eye icon next to the invoice name.
Once inside Invoice Detail, you can edit invoice details such as title, due date, and add products, services, notes, chat, and attachments.
Perform actions such as send, duplicate, download (PDF), and delete invoices.
3.4. Recurring Schedule
Enable recurring schedules by toggling the switch
Set general or individual recurring times:
3.4.1. For general schedules:
Add seasons for work repetition.
Select service frequency (Once per week, Once per 2 weeks, Once per 3 weeks, Once per month, Once per 2 months, Once per 3 months).
Choose specific days for service.
3.4.2 For individual schedules:
Set frequency and day of the week for each season individually
Save updates by clicking "Apply Changes"
3.5. Client Information
On the right side of the job Detail view, you'll be able to access additional options such as:
View client information
Edit client details by clicking the pencil icon
Add notes, view chat history, and attach files
Remember to click "Apply Changes" to save any modifications made to the estimate or client information. This comprehensive job details section allows you to manage all aspects of a job efficiently, from scheduling and invoicing to client communication and documentation.
Additional Options
The Job Detail view offers a range of powerful management tools accessible through a dropdown menu in the upper right corner. These options enhance your ability to organize and control your workflow efficiently:
Set as Priority: Easily prioritize jobs by selecting this option. A distinctive arrow icon will appear next to the job name, visually indicating its high-priority status. This feature helps you and your team focus on the most critical tasks.
Completed Job: Mark a job as Complete with a single click. The job status updates instantly, providing real-time tracking of your progress.
Reschedule: The reschedule option opens an interface where you can set new start and end dates and times. Remember to click "Reschedule" to save your changes and update the job timeline.
Cancel Job: If a job is no longer needed, you can cancel it directly from this menu. The status change is reflected immediately, keeping your job list current and accurate.
Delete: For jobs that need to be removed entirely, the delete option is available. After clicking "Delete," you'll be prompted to confirm this action, ensuring no accidental removals.
These options provide flexibility in managing your jobs, allowing you to prioritize, update status, reschedule, or remove jobs as needed.
Deleting a Job
To remove a job from the system:
Locate the Job in the list on the Jobs Dashboard.
Click the trash icon at the end of the job details.
A confirmation prompt will appear.
Click to confirm your decision.
Deleting a Job is a permanent action and cannot be undone. Ensure you want to remove the Job before confirming.
5. Job Search
The Job Dashboard offers search and filter functionalities to help you manage your jobs efficiently:
5.1. Quick Search:
Use the search bar to quickly find a specific job by: Title, Client and Assigned crew
5.2. Advanced Filtering:
In the filter section, you can select from various status options to refine your search: Draft, Scheduled, En Route, Started, Paused, Completed, Canceled
To clear all filters at once, press the "Reset Filter" option.
These features allow for easy navigation and management of your jobs, especially when dealing with multiple clients or a large number of jobs in various stages of completion.